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Michael Blueweiss

Sr. Financial Advisor at Arete Wealth
Intro Book
Seasoned financial advisor with 30+ years of experience in wealth management and investment advisory.
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Location
Melville, New York, United States, US
Skills
  • Financial Planning
  • Equities
  • Fixed Income
  • Asset Allocation
  • Risk Management
  • Show all
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Bio

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Michael Blueweiss is a seasoned financial professional with over 30 years of experience in wealth management, investment advisory, and financial planning. He holds a Bachelor of Arts degree from Washington University in St. Louis and a Certificate of Financial Planning from Adelphi University. He has worked at various prominent financial institutions, including Morgan Stanley, UBS, and National Securities Corporation.

Experience

  • Arete Wealth
    • Melville, New York, United States
    • Sr. Financial Advisor
      • Jul 2022 - Present
      • Melville, New York, United States

      Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm

  • National Securities Corporation
    • Sr. Investment Advisor
      • Dec 2017 - Present
  • National Securities
    • Melville, New York
    • Sr. Investment Advisor
      • Dec 2017 - Present
      • Melville, New York

      Securities offered through National Securities Corporation, member FINRA/SIPCAdvisory services offered through National Asset Management, an SEC registered investment advisor

  • UBS Financial Services, Inc.
    • Senior Vice President - Wealth Management
      • Aug 1996 - Oct 2017
  • Morgan Stanley Smith Barney
    • First Vice President
      • Feb 1988 - Aug 1996
  • David Lerner Associates, Inc.
    • Vice President
      • Jan 1981 - Feb 1988

Education

  • 1974 - 1978
    Washington University in St. Louis
  • 1985 - 1987
    Adelphi University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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